YOUR BOOKS,YOUR POSITION,NOT A GUESS.
A company or sole trader doing its own books gets its own dashboard, its own entity and its own rules. Bank lines read and matched, VAT kept honest, and every business claim named against the section it rests on.
Expenses in. Claims named. Nothing invented.
built
as missing
invented
Counted from the dashboard's own panel list as this page was drawn, not typed into it.
32 panels, all on real rows
Each of these queries the engine when you open it and names the table the rows came from. This list is read from the dashboard's own definition, so it cannot fall out of step with what is actually there.
Overview
Your business
Upload
Your business
WhatsApp Intake
Your business
Matching
Your business
Needs Review
Your business
Recon
Your business
Look It Up
Your business
Documents
Your business
Banking
Money in and out
VAT & Tax
Money in and out
Fuel & Travel
Money in and out
Business at Home
Money in and out
Warranty
Money in and out
Staff Uploads
Money in and out
Who owes you
Money in and out
What you owe
Money in and out
Ledger
Money in and out
Stock
Money in and out
Payroll / PAYE
Money in and out
Ledger
Paperwork
Financials
Paperwork
Reports
Paperwork
Tax Calendar
Paperwork
AI
Paperwork
Referral
Paperwork
Messages
Support
Notes
Support
Permissions
Support
Scan Usage
Support
Contact Support
Support
Settings
Support
Help
Support
It reads expenses. It has never read a sale.
OptiTax reads slips, bank lines, statements and fuel cards. There is no sales ledger anywhere in the application, and everything that sits on top of revenue therefore has nothing behind it. Six panels are in that position. The dashboard shows each of them as an absence with the reason written out, rather than as a number somebody could repeat to their bank.
| Panel | Typical software | OptiTax |
|---|---|---|
| 🏢 Valuation | Shows a figure | States what is missing |
| 💬 Supplier Chat | Shows a figure | States what is missing |
What would have to exist for these: a sales ledger, meaning customers, invoices issued, and a reader that turns a customer invoice into an income line. Customer invoices are already filed as documents; none of them are read into income, and until they are, the panels above stay empty on purpose.
BRING ONE MONTHOF BANK LINES.
The quickest way to judge it is against a month you already know the answer for. Nothing files itself, and a registered practitioner signs off anything that goes to SARS.